Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY HOSPITAL RETIREMENT PLAN Tactical Asset Allocation Moderate | 6.93% | 34.11% | 16.46% | 6.84% | 7.97% | 6.29% | 7.37% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIVERSITY HOSPITAL RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 34.11 | 16.46 | 6.84 | 7.97 | 6.29 | 7.37 | … | … | 6.93 | 25.67 | 4.81 | 15.07 | -15.90 | 6.46 | 12.75 | 7.99 | -2.52 | 16.46 | 7.17 | -3.90 | 1.68 | 12.84 | 11.22 | -4.16 | 9.44 | 30.77 | -5.81 | 14.42 | 11.59 | 5.78 | 12.60 | 19.07 | 2.17 | 7.09 |
| Sharpe Ratio | NA | 2.49 | 0.97 | 0.36 | 0.66 | NA | NA | … | … | 0.34 | 1.60 | 0.13 | 1.37 | -1.70 | 0.66 | 1.38 | 1.21 | -0.50 | 2.93 | 1.37 | -0.70 | 0.24 | 1.80 | 2.28 | -0.47 | 0.91 | 3.06 | -1.02 | 0.90 | 0.82 | 0.61 | 1.48 | 3.36 | 0.17 | 0.80 |
| Standard Deviation(%) | NA | 13.28 | 11.32 | 10.63 | 9.14 | NA | NA | … | … | 12.82 | 14.28 | 9.14 | 8.32 | 10.20 | 9.71 | 9.07 | 5.41 | 7.81 | 5.40 | 5.09 | 5.58 | 6.94 | 7.13 | 4.90 | 8.98 | 10.30 | 10.01 | 6.62 | 12.47 | 10.00 | 5.76 | 7.83 | 5.46 | 6.05 | 5.85 |
| Draw Down(%) | NA | 8.40 | 14.63 | 16.77 | 16.77 | NA | NA | … | … | 8.40 | 12.35 | 6.50 | 7.46 | 16.28 | 5.48 | 10.58 | 3.89 | 9.73 | 2.16 | 3.34 | 8.52 | 5.91 | 6.44 | 3.53 | 10.69 | 7.79 | 4.57 | 9.72 | 9.55 | 13.52 | 3.59 | 6.53 | 3.15 | 6.59 | 4.13 |
| Yield(%) | NA | 4.34 | 3.77 | 3.58 | 3.55 | NA | NA | … | … | NA | NA | 0.65 | 4.67 | 2.13 | 4.19 | 2.72 | 4.77 | 3.49 | 1.79 | 1.86 | 4.86 | 5.25 | 1.76 | 4.53 | 2.35 | 3.03 | 4.83 | 3.63 | 5.15 | 4.10 | 3.41 | 5.47 | 4.77 | 6.81 | 7.73 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIVERSITY HOSPITAL RETIREMENT PLAN Tactical Asset Allocation Moderate |
0.11%
Apr 2021 – Apr 2024 |
1.22%
Dec 2017 – Dec 2022 |
3.44%
Oct 2013 – Oct 2023 |
4.43%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIVERSITY HOSPITAL RETIREMENT PLAN Tactical Asset Allocation Moderate |
16.40%
Feb 2023 – Feb 2026 |
14.46%
Oct 2002 – Oct 2007 |
10.94%
Apr 2001 – Apr 2011 |
9.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart